Latest Institutional Transactions on Wisdomtree Floating Rate Treas (USFR)
This table provides information on the latest institutional transactions involving Wisdomtree Floating Rate Treas (USFR) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 07, 2025
Q3 2025
|
Serenus Wealth Advisors, LLC
Santa Monica, CA |
SELL
|
- |
-686K- 13.79% |
$34.5M - $34.6M
|
4.29M
$216M
|
|
|
Nov 07, 2025
Q3 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
25.1K+ 9.94% |
$1.26M - $1.27M
|
278K
$14M
|
|
|
Nov 07, 2025
Q3 2025
|
Maridea Wealth Management LLC
Brooklyn, NY |
SELL
|
- |
-2.47K- 38.21% |
$124K - $125K
|
3.99K
$201K
|
|
|
Nov 07, 2025
Q3 2025
|
Redmont Wealth Advisors LLC
Chicago, IL |
SELL
|
- |
-4.4K- 89.16% |
$221K - $222K
|
535
$26.9K
|
|
|
Nov 07, 2025
Q3 2025
|
Essex Financial Services, Inc.
|
SELL
|
- |
-4.6K- 24.42% |
$231K - $232K
|
14.2K
$717K
|
|
|
Nov 07, 2025
Q3 2025
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
3.52K+ 42.18% |
$177K - $178K
|
11.9K
$597K
|
|
|
Nov 07, 2025
Q3 2025
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
13KNew |
$654K - $658K
|
13K
$656K
|
|
|
Nov 07, 2025
Q3 2025
|
Avestar Capital, LLC
|
BUY
|
- |
151+ 3.03% |
$7.58K - $7.62K
|
5.13K
$258K
|
|
|
Nov 07, 2025
Q3 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-21K- 66.69% |
$1.06M - $1.06M
|
10.5K
$529K
|
|
|
Nov 07, 2025
Q3 2025
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-19.8K- 15.56% |
$995K - $1M
|
108K
$5.41M
|
|
|
Nov 07, 2025
Q3 2025
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
189K+ 1004.05% |
$9.5M - $9.54M
|
208K
$10.5M
|
|
|
Nov 06, 2025
Q3 2025
|
Wescap Management Group, Inc.
Glendale, CA |
BUY
|
- |
693+ 2.07% |
$34.8K - $35K
|
34.2K
$1.72M
|
|
|
Nov 06, 2025
Q3 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
482+ 6.47% |
$24.2K - $24.3K
|
7.93K
$399K
|
|
|
Nov 06, 2025
Q3 2025
|
Wealthfront Advisers LLC
|
SELL
|
- |
-6.68K- 7.86% |
$335K - $337K
|
78.3K
$3.94M
|
|
|
Nov 06, 2025
Q3 2025
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-28.6K- 70.15% |
$1.44M - $1.44M
|
12.2K
$613K
|
|
|
Nov 06, 2025
Q3 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-8.47K- 3.98% |
$426K - $428K
|
205K
$10.3M
|
|
|
Nov 06, 2025
Q3 2025
|
Sanchez Wealth Management Group
|
SELL
|
- |
-29.6K- 10.34% |
$1.49M - $1.49M
|
257K
$12.9M
|
|
|
Nov 06, 2025
Q3 2025
|
Krilogy Financial LLC
|
BUY
|
- |
13KNew |
$652K - $655K
|
13K
$653K
|
|
|
Nov 06, 2025
Q3 2025
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
32.3KNew |
$1.62M - $1.63M
|
32.3K
$1.63M
|
|
|
Nov 06, 2025
Q3 2025
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
455New |
$22.9K - $23K
|
455
$22.9K
|
|
|
Nov 06, 2025
Q3 2025
|
Assetmark, Inc
|
BUY
|
- |
62.8K+ 10.18% |
$3.15M - $3.17M
|
679K
$34.2M
|
|
|
Nov 06, 2025
Q3 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
122+ 0.43% |
$6.13K - $6.16K
|
28.6K
$1.44M
|
|
|
Nov 06, 2025
Q3 2025
|
Elmwood Wealth Management, Inc.
|
BUY
|
- |
29.5K+ 29.45% |
$1.48M - $1.49M
|
130K
$6.53M
|
|
|
Nov 06, 2025
Q3 2025
|
Wedbush Securities Inc
|
BUY
|
- |
495+ 3.29% |
$24.9K - $25K
|
15.5K
$782K
|
|
|
Nov 06, 2025
Q3 2025
|
Mraz, Amerine & Associates, Inc.
|
BUY
|
- |
36.5K+ 19.39% |
$1.83M - $1.84M
|
224K
$11.3M
|
|
|
Nov 06, 2025
Q3 2025
|
Haven Private, LLC
Orlando, FL |
SELL
|
- |
-30.2K- 11.52% |
$1.52M - $1.52M
|
232K
$11.7M
|
|
|
Nov 06, 2025
Q3 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
22.5K+ 27.11% |
$1.13M - $1.14M
|
106K
$5.32M
|
|
|
Nov 06, 2025
Q3 2025
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-21.2K- 87.68% |
$1.06M - $1.07M
|
2.98K
$150K
|
|
|
Nov 06, 2025
Q3 2025
|
Acorn Creek Capital LLC
Fort Collins, CO |
SELL
|
- |
-59.9K- 22.75% |
$3.01M - $3.03M
|
203K
$10.2M
|
|
|
Nov 06, 2025
Q3 2025
|
Mason & Associates Inc
|
BUY
|
- |
732+ 0.43% |
$36.8K - $37K
|
172K
$8.67M
|
|
|
Nov 06, 2025
Q3 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
229K+ 12.33% |
$11.5M - $11.6M
|
2.09M
$105M
|
|
|
Nov 06, 2025
Q3 2025
|
Florida Financial Advisors, LLC
Tampa, FL |
BUY
|
- |
1.11K+ 16.84% |
$55.8K - $56K
|
7.7K
$388K
|
|
|
Nov 06, 2025
Q3 2025
|
Uhlmann Price Securities, LLC
Skokie, IL |
BUY
|
- |
171K+ 50.4% |
$8.57M - $8.61M
|
509K
$25.6M
|
|
|
Nov 06, 2025
Q3 2025
|
Warner Group LLC
Madison, CT |
BUY
|
- |
174KNew |
$8.73M - $8.77M
|
174K
$8.75M
|
|
|
Nov 05, 2025
Q3 2025
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
1.4KNew |
$70.3K - $70.7K
|
1.4K
$70.5K
|
|
|
Nov 05, 2025
Q3 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
7.08K+ 6.28% |
$356K - $357K
|
120K
$6.03M
|
|
|
Nov 05, 2025
Q3 2025
|
Client First Capital LLC
|
BUY
|
- |
89.8K+ 21.61% |
$4.51M - $4.53M
|
505K
$25.4M
|
|
|
Nov 05, 2025
Q3 2025
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-2.48K- 2.96% |
$125K - $125K
|
81.3K
$4.09M
|
|
|
Nov 05, 2025
Q3 2025
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-54- 0.45% |
$2.71K - $2.73K
|
11.9K
$601K
|
|
|
Nov 05, 2025
Q3 2025
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
13.5K+ 54.96% |
$681K - $684K
|
38.2K
$1.92M
|
|
|
Nov 05, 2025
Q3 2025
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
32.5K+ 106.05% |
$1.63M - $1.64M
|
63.1K
$3.18M
|
|
|
Nov 05, 2025
Q3 2025
|
Spc Financial, Inc.
|
SELL
|
- |
-171K- 17.88% |
$8.58M - $8.62M
|
785K
$39.5M
|
|
|
Nov 05, 2025
Q3 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
496+ 1.41% |
$24.9K - $25K
|
35.6K
$1.79M
|
|
|
Nov 05, 2025
Q3 2025
|
Western Wealth Management, LLC
|
SELL
|
- |
-14.3K- 13.12% |
$720K - $723K
|
94.9K
$4.78M
|
|
|
Nov 05, 2025
Q3 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-10K- 18.16% |
$504K - $507K
|
45.2K
$2.28M
|
|
|
Nov 05, 2025
Q3 2025
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-6.19K- 33.43% |
$311K - $312K
|
12.3K
$620K
|
|
|
Nov 05, 2025
Q3 2025
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-3.13K- 4.72% |
$157K - $158K
|
63.2K
$3.18M
|
|
|
Nov 05, 2025
Q3 2025
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
SELL
|
- |
-13.9K- 0.96% |
$696K - $699K
|
1.43M
$71.8M
|
|
|
Nov 05, 2025
Q3 2025
|
Al Ti Global, Inc.
New York, NY |
SELL
|
- |
-13.7K- 7.51% |
$688K - $691K
|
169K
$8.49M
|
|
|
Nov 04, 2025
Q3 2025
|
Oakworth Capital, Inc.
|
BUY
|
- |
69New |
$3.47K - $3.48K
|
69
$3.47K
|
|